CNBC’s The China Connection newsletter: Hoping AI lifts all boats
A real estate project is under construction in Yantai City, Shandong Province, China, on May 29, 2026. Nurphoto…
China ‘dissatisfied’ with U.S. move against Chinese tech firms
A BYD Sealion 5 plug-in hybrid SUV is displayed at the launch event by the Chinese electric vehicle…
China learns to build without Nvidia
An iFlytek liquid-cooled server equipped with Huawei Kunpeng 920 chips and Ascend AI chips, on display at the…
CNBC Daily Open: Nvidia posts strong quarter, AI leaders race to IPO
Jensen Huang, chief executive officer of Nvidia Corp. speaks during a Bloomberg Television interview on the sidelines of…
Alibaba reveals more powerful Zhenwu AI chip, new LLM
An Alibaba logo is displayed at the company’s booth at China International Fair for Trade in Services (CIFTIS)…
U.S. clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough
The U.S. has cleared around 10 Chinese firms to buy Nvidia’s second-most powerful AI chip, the H200, but not…
Bulls bet big on these three China-related stock trades during Trump visit
President Donald Trump and a cavalcade of American business leaders landed in Beijing Wednesday for talks with Chinese…
Alibaba’s core profit plunges even as AI and cloud growth accelerate
Jaap Arriens | Nurphoto | Getty Images Alibaba on Wednesday said its core profitability plunged in the March…
AI super rally has retail investors acting the most aggressive since trading frenzy during Covid
It’s official: traders haven’t been this aggressively bullish since they were stuck at home with stimulus checks betting…
Trump and Xi face a test over AI control
Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection…
A sanctioned Chinese firm says cheaper models can still win
China’s artificial intelligence race has no finish line. DeepSeek, Moonshot AI, Alibaba and even consumer electronics firm Xiaomi…
China’s EV price war turns into AI arms race beyond cheaper cars
AI signage at the Robert Bosch booth at the Beijing Auto Show in Beijing, China, on Saturday, April…